Using this number, our advisors are able to create a customized portfolio for your investment needs. Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture. The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education.
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage? This article presents five steps that could help focus and enhance a retirement savings strategy in 2021. Use this calculator to estimate the cost of your child's education, based on the variables you input.
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage? This article presents five steps that could help focus and enhance a retirement savings strategy in 2021. Use this calculator to estimate the cost of your child's education, based on the variables you input.
Services
At Wealth Management Group, we use our experience and expertise to provide personalized financial strategies to help our clients reach their goals. WMG has been under the leadership of Danny Stith since 1979, but our story dates back to 1956 when Danny's father, Vernon Stith, entered the financial services business.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
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